See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,478 | $180,449-83.1% | $154,107-80.2% | $135,375-77.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.39% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,840 | $6,035-36.4% | $5,298-27.5% | $4,779-19.6% |
| Participant deferral / active EE | $6,970 | $5,806+20.0% | $5,081+37.2% | $5,609+24.3% |
| Admin fee / account holder | $125 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |